AUMdb

Group Retirement Income Plan No.16

Sponsored by Growmark Inc. · EIN 370815318 · Plan #334

Total assets
$1.1B
Net assets
$1.1B
Active participants
4,156
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Rreef America L.L.C. CRD 109596 fuzzy_auto · 94% 2024
Clarion Partners, Llc CRD 108803 deterministic · 100% 2024
Nisa Investment Advisors, Llc CRD 107313 deterministic · 100% 2024
Peirce Park Group Inc. CRD 118655 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Rreef America Investment management, Direct payment from the plan, Investment management fees (direct) $366,136
Ubs Global Asset Management Investment management, Direct payment from the plan, Investment management fees (direct) $296,137
Clarion Partners Investment management, Direct payment from the plan, Investment management fees (direct) $287,602
Jp Morgan Investment Management Inc Investment management, Direct payment from the plan, Investment management fees (direct) $262,959
Aon Consulting Actuarial, Direct payment from the plan $252,360
The Northern Trust Company Trustee (institutional), Direct payment from the plan, Shareholder servicing fees $152,392
Nisa Investment Advisors Llc Investment management, Direct payment from the plan, Investment management fees (direct) $130,727
Wellington Trust Company Investment management, Direct payment from the plan, Investment management fees (direct) $116,233
Marquette Associates, Inc. Investment advisory (plan), Direct payment from the plan $68,375
Rubinbrown Llp Accounting, Direct payment from the plan $34,855